Note: The MANAGER account cannot create manual batches. When using the MANAGER account, the default batch is always selected. As a reminder, the MANAGER account should never be used to process transactions. See Overview of security throughout iMIS for more information.
You can place all transactions in a single batch or create separate batches for staff and public transactions. Placing staff transactions in their own batch allows for easier auditing of the transactions by a system administrator.
Do the following to configure the batch mode:
- Go to Settings > Finance > General.
- Select the appropriate Batch mode for staff web transactions. You can choose from the following options:
- Staff transactions in same batch as public transactions - The default option places staff and public users’ transactions in the same batch. One batch of transactions is created for each day.
- Separate batches for staff and public transactions - This option places staff and public users’ transactions into two separate batches per day. If a batch does not exist for either category of users for the day, it is created.
- Individual batch for each staff user per day - This option places each staff user’s transactions into a separate batch per day. All transactions by public users are placed into one batch for the day. If a batch does not exist for a specific staff user or for public users, it is created.
- Manual batches - Staff users with a Finance: 3 module authorization level or higher can create new batches. Staff users can control into which batches a staff user's transactions are placed.
For more information, see Batch control.
- (Manual batches only) Default batch selection – This option controls the batch selected when a staff user selects the default batch. Options include:
- Staff transactions in the same batch as public transactions
- Separate batches for staff and public transactions
- Individual batch for each staff user per day
- Batch numbering – Select a value to determine how batches are numbered. Options include:
- Based on batch date – (Default) Batch numbers are generated based on batch date. The batch date is derived from the Time zone setting (Settings > RiSE > Quick setup).
- Sequential batch numbers – Batch numbers are generated sequentially.
- Click Save.
